Member Info for swazers

Let’s talk real numbers — not spin, not hype, and definitely not trollbait.

Powerhouse Energy Group has a market cap of around £28.4 million. Now go read the SP Angel broker note. Just ONE 40-tonne DMG unit, producing hydrogen and power from non-recyclable waste, has a Net Present Value of £13.4 million. That’s just one unit, and it already represents nearly half the current market cap.

Now factor in the pipeline. Powerhouse has 16+ project opportunities in play. Even if only a fraction of those come to fruition, the implied valuation is many multiples above where this is trading today.

Each commercial DMG site is modelled to generate £11m+ in annual revenue with an EBITDA margin of ~65% and a Return on Capital Employed of nearly 20%. That’s a proper infrastructure-style return — not speculative tech nonsense.

Let’s also not forget: the DMG unit creates green hydrogen at a cost lower than the UK’s Contract for Difference strike price of £9.49/kg, guaranteed for 15 years under government subsidy schemes. The economics are clear.

You’ve got patented IP, a real FTU demonstrator plant already running, a fully owned engineering consultancy generating cash, licensing deals signed, and in-house projects like Ballymena already in motion.

It’s all laid out — technology, traction, financial modelling, government policy tailwinds. The disconnect between fundamentals and the current share price is staggering.

@stockhunter1, you are grasping at straws now. how weak are you? pathetic!! the video is being recieved very well. the accent in a video doesn’t change the facts. what matters is the content, and the numbers come directly from the sp angel broker note. a single 40-tonne dmg unit is modelled with an npv of £13 million, ebitda margins of around 65%, and roce of nearly 20%. that’s the analysis investors care about — and it’s why powerhouse is massively undervalued at today’s market cap of £28m.

whether the information is read out in a british, american, or any other accent is irrelevant. the technology is real, the patents are secured, engsolve is generating revenue, and ballymena and australia are in motion. the focus should be on the fundamentals, not on personal distractions or your ****** views.

Https://www.youtube.com/watch?v=Ye3uCaChHf0

Powerhouse Energy (PHE) is one of the most undervalued clean tech companies on AIM — and the market is slowly waking up to it.

Powerhouse Energy stands at the forefront of the clean energy revolution — and the market is only just beginning to catch up. The company’s DMG technology is a globally patented solution that transforms previously unrecyclable waste into high-purity hydrogen, electricity, and synthetic fuels. This is not blue-sky ambition — it’s already operational at the Bridgend FTU, delivering proven results.

One full-scale DMG unit, operating at 40 tonnes per day, is projected to generate over £11 million per year in revenue with a gross margin above 90%. EBITDA sits at £7.5 million, delivering a 65% margin and ROCE approaching 20%. These are industrial-grade numbers — not speculative forecasts. And a single unit holds a net present value of £13 million — nearly half of the company’s entire market cap. That’s before accounting for the 16 projects currently in the pipeline.

Ballymena is moving forward with a signed Letter of Intent for hydrogen offtake to B.S. Holdings’ fuel cell project, and Powerhouse is also engaged under a framework agreement with National Hydrogen in Australia for multiple deployments. These are strategic infrastructure rollouts backed by real demand and real economics.

EngSolve, the in-house engineering arm, is delivering profitable consultancy services to major clients like Repsol and Schlumberger, while actively supporting DMG deployment. In just four months of 2025, it secured over £1 million in new project awards. This is a high-margin, cash-generating business that strengthens the Group’s position daily.

On the policy side, Powerhouse is perfectly aligned with the UK Government’s drive for 10GW of low-carbon hydrogen by 2030. Its green hydrogen can be produced well below the CfD strike price of £9.49/kg — offering a price advantage underwritten by 15-year government guarantees.

Powerhouse Energy holds one of the most scalable, high-efficiency hydrogen production systems available today. The IP is protected, the model is de-risked, and the roadmap is active.

This company is materially undervalued relative to its technology, economics, and near-term revenue streams. Those who understand infrastructure, energy transition economics, and licensing scalability will see exactly what’s coming.

Powerhouse Energy Group has a market cap of around £28.4 million. Now go read the SP Angel broker note. Just ONE 40-tonne DMG unit, producing hydrogen and power from non-recyclable waste, has a Net Present Value of £13.4 million. That’s just one unit, and it already represents nearly half the current market cap.

Now factor in the pipeline. Powerhouse has 16+ project opportunities in play. Even if only a fraction of those come to fruition, the implied valuation is many multiples above where this is trading today.

The Ballymena project is already in motion. There’s a signed Letter of Intent for hydrogen offtake, a defined FEED process underway with EngSolve, and capital allocations confirmed in the March placing. The company is not starting from scratch — it’s executing a staged rollout, with first revenue targeted for Q1 2028. That’s not some vague guess — it’s a structured, modelled plan.

The 40t/day unit doesn’t “take 36 months” by default. That’s baseless speculation. These are modular systems — designed specifically for scalable deployment. Timeframes depend on financing and site readiness, not on any tech limitation.

As for Australia, FEED work was completed this year. NH2 is a live licensing partner, not a pipe dream. Revenues from that track include license fees, royalties, and consultancy — all part of the business model, not future fiction.

The Bridgend Feedstock Testing Unit is operational right now, processing 2.5t/day. This is a fully functional demonstrator that replicates the core DMG process and proves out the IP. Calling that “small” and dismissing its impact is just uninformed.

Bottom line: Powerhouse is building real assets, with real partners, backed by real IP, in a market that is being aggressively subsidised by governments. If you’re still quoting worst-case timelines and ignoring everything else, you’re not analysing — you’re just trolling.

Https://x.com/SwazersC/status/1960733369081184307

📉 Technical Analytics (Weekly + Daily Charts Reviewed)Primary Setup Observations:📉 Descending wedge forming over 3 years, tightening significantly into confluence with long-term support.🧭 MACD, although not shown, implied bullish crossover given the volume dynamics and EMA compression.

🟢 200EMA (Daily) sitting just above price (GBX 1413 vs price 1360). A breakout would reverse the long-term trend.📌 Volume spike and increased candle body size (bullish pressure) in recent weeks hint at potential accumulation zone formation.Phase A Wyckoff compliance visible → Base, no breakout, micro-volatility: ✅Key Resistance Targets:R1: 1,803 GBX R2: 2,554 GBX (Multi-year breakout zone)

🔹 Valuation Metrics:P/E Ratio: 10 (remarkably cheap for growth airline; market average is ~14–18)EPS (TTM): £2 → Implies good profitabilityNet Income: £190M.Revenue: £4.43B → Healthy top line.Net Margin: ~4.3% (modest but improving sector-wide)🔹 Capital & Efficiency: Market Cap: £1.44B.Float: 76.91M → Decent liquidity. Employees: 8.82K (+9.6% YoY) → Positive labour expansion. Rev/Employee: £502K | Net Income/Employee: £21.5K → Slight underperformance compared to Delta/Southwest peers but scaling up.

Https://www.avioxx.co.uk/unlocking-cost-parity-in-the-aviation-fuel-market.html Read the full article from Avioxx

https://x.com/AvioxxSAF/status/1959947136084090993

The aviation sector’s pivot toward sustainable aviation fuel (SAF) hinges not just on novel chemistry, but on the ability to scale and integrate into existing energy ecosystems. You’re absolutely right to spotlight FOAK (First Of A Kind) projects as the critical step—without them, there’s no blueprint to scale, no engineering credibility, and no path beyond the lab.

Avioxx’s approach, which leverages solid oxide fuel cells (SOFCs) to convert waste hydrocarbons into jet fuel, stands out precisely because it addresses two of the sector’s biggest challenges at once: feedstock availability and process energy efficiency. The fact that they’re advancing through a phased rollout—starting with a 200 tonnes per annum demonstration, moving to 5,000 TPA, and targeting 32,000 TPA—is foundational. What’s even more compelling is the backing from the UK SAF Clearing House and DfT, validating the tech at a national level and helping meet legislative goals like the 2%–10% SAF blending mandate through 2030

Here’s why this matters to Powerhouse Energy and our broader narrative: PHE is building modular, scalable Distributed Modular Generation (DMG®) systems for local hydrogen production and syngas generation from waste. This is a parallel infrastructure layer for low-emission energy—not hydrogen for fuel cells, but hydrogen and energy for grid flexibility, industrial use, and heat. There’s real overlap in the infrastructure and feedstock flow dynamics here. Imagine a future where local waste streams feed both hydrogen for energy systems and SAF for aviation, all enabled by modular deployment.

Scaling from FOAK to commercial deployment is the leap from “demo” to “demand” — and both Avioxx and PHE are walking that path. Avioxx is building out the engineering systems and regulatory framework to get certified jet fuels to market. PHE has operational FTUs, LOIs with BS Holdings for Ballymena hydrogen supply, and the ability to export modular DMG® units globally. We’re not lab-bound concepts. We are delivering modular energy solutions — one for aviation, one for local hydrogen demand, both rooted in clean tech delivered from waste.

In summary, FOAK is the bridge that connects innovation to infrastructure. Avioxx’s SAF road map is the navigation plan for aviation. PHE’s modular DMG® plants are already the hardware reality for energy off-grid and hydrogen applications. The sector needs both. That’s where real, scalable, carbon-smart energy systems begin—not in theory, but in rollout.

Why does this matter? Because it removes the bottlenecks. It clears the road for structured investment, capital raising, and pre-IPO onboarding with a digital audit trail — all ahead of NEO's ASX listing targeted for November 2025. These companies aren't building infrastructure on the fly; it’s already in place. The evolution of VCEX into a battle-tested digital compliance engine gives early investors operational visibility and legal clarity while removing outdated friction in corporate governance.

If anyone thought this was just about tech demos and pilot plants, look again. The corporate rails are being laid. Pre-IPO participation is no longer theoretical — it’s verifiable and live. Serious foundations, serious players, serious capital flows incoming.

Https://www.complianceengine.com.au/

Major platform shift confirmed. VCEX, the exchange infrastructure behind NEO’s private equity rounds (including National H2), has just rebranded and relaunched as Compliance Engine. This isn't cosmetic — it’s a full operational upgrade that delivers end-to-end automation for pre-IPO companies. It means that NEO, National H2, and related entities like Viridis and NEO Mobility now have access to advanced regulatory compliance tools, ASIC integrations, live cap table management, digital share certificates, identity verification, and full shareholder governance functionality.

Major platform shift confirmed. VCEX, the exchange infrastructure behind NEO’s private equity rounds (including National H2), has just rebranded and relaunched as Compliance Engine. This isn't cosmetic — it’s a full operational upgrade that delivers end-to-end automation for pre-IPO companies. It means that NEO, National H2, and related entities like Viridis and NEO Mobility now have access to advanced regulatory compliance tools, ASIC integrations, live cap table management, digital share certificates, identity verification, and full shareholder governance functionality.

For Powerhouse Energy investors, this is critical context. National H2 and Engsolve are working within a shared clean energy and hydrogen ecosystem. With Siemens recently backing Paragon for aluminium-to-hydrogen scaling, and National Gas advancing East Coast pipeline plans, we are watching the architecture for a decentralised hydrogen economy forming piece by piece. This governance tech stack is part of that puzzle.

If anyone thought this was just about tech demos and pilot plants, look again. The corporate rails are being laid. Pre-IPO participation is no longer theoretical — it’s verifiable and live. Serious foundations, serious players, serious capital flows incoming.

Over 3,800 users now have access to a fully integrated platform offering:✅ Live share registry management✅ ASIC lodgements via API✅ KYC/ID compliance automation✅ Equity issuance, tracking & digital share certificates, ✅ Full governance suite for meetings, voting & resolutions✅ Shareholder portals with direct investor engagement tools.

This is a turnkey compliance architecture aligned with institutional-grade requirements. Importantly, it enables pre-IPO trading, onboarding, and governance automation at scale, exactly what NEO needs ahead of its planned ASX IPO in November 2025.

@H2hooo this red-hornet character strikes me as severely emotionally unstable. This character is a hater in the true sense of the word. The very definition of a troll. Best to filter and ignore.

@red_hornet Carry on trolling, #PHE is up over 43% in recent times, your trolling is pushing the SP up.

@Divvyup The recent 20 May RNS confirmed that Engsolve is delivering a first-of-a-kind Aluminium Recycling process for a confidential client. On its own, that is already a significant engineering contract, but recent industry news now puts this in an even more interesting context.

Just this week, Siemens announced it is partnering with Paragon Resources to scale an innovative hydrogen production method that uses recycled aluminium and water in a proprietary chemical reaction to produce hydrogen gas, aluminium hydroxide and heat – without the need for electricity, natural gas or electrolysers. The process is fully self-sufficient and produces valuable by-products, making it a potential game-changer for decentralised, low-carbon hydrogen generation.

Paragon’s system is being supported by Siemens through its Xcelerator platform to optimise performance and enable industrial-scale deployment. The overlap is clear: both Siemens-Paragon and Engsolve’s confidential aluminium project are operating in the same high-value space where aluminium waste is repurposed into useful outputs — and in Paragon’s case, that includes hydrogen fuel.

While there is no confirmation linking Engsolve’s current project directly to hydrogen production, the technology pathway is proven, the commercial appetite is growing, and Engsolve’s engineering capability makes them an obvious player in this field. If their confidential client is exploring aluminium-to-hydrogen applications, this would place Powerhouse’s engineering arm at the forefront of another high-growth clean energy solution — one that is attracting the attention and investment of global giants like Siemens.

This is certainly one to keep on the radar. The aluminium recycling project is real, the hydrogen-from-aluminium market is real, and if these worlds connect, the upside for PHE could be substantial.

This project has strong regulatory and funding backing, including significant Ofgem support, and is a clear sign that the UK is moving from talk to delivery on hydrogen infrastructure. That matters for PHE because the DMG® technology is designed to produce hydrogen from non‑recyclable waste. As national transmission capacity for hydrogen becomes available, producers like PHE will be in a much stronger position to feed into this network.

The post about National Gas appointing WSP to lead the design of a UK hydrogen transmission network is spot on and very relevant to PHE’s long‑term position. This is part of Project Union East Coast, which aims to repurpose large sections of the existing National Transmission System to carry 100% hydrogen. Initially, the focus will be on building local transmission links between hydrogen production sites and major industrial hubs in regions like Humber and Teesside, before integrating them into a much larger 2,400km hydrogen pipeline along the East Coast.

The post about National Gas appointing WSP to lead the design of a UK hydrogen transmission network is spot on and very relevant to PHE’s long‑term position. This is part of Project Union East Coast, which aims to repurpose large sections of the existing National Transmission System to carry 100% hydrogen. Initially, the focus will be on building local transmission links between hydrogen production sites and major industrial hubs in regions like Humber and Teesside, before integrating them into a much larger 2,400km hydrogen pipeline along the East Coast.

The FTU is already operational, PHE has a signed LOI for hydrogen supply in Ballymena, and Engsolve is delivering FEED and EPC work on hydrogen‑related projects. With the UK now actively building the infrastructure to transport hydrogen at scale, the opportunity window for commercial hydrogen producers is opening wider. This is exactly the type of policy and infrastructure alignment that strengthens PHE’s strategic outlook.

The latest update from NEO, parent company of National H2, is a game-changer in terms of clarity and credibility. NEO is moving toward a November 2025 IPO on the ASX, backed by a validated $82.6 million portfolio valuation from independent auditors HLB Mann Judd. This is not a paper exercise. NEO has delivered a 12x return on capital to date, with $24 million already returned to shareholders, and holds equity positions in 13 active clean energy companies across the value chain.

National H2 is not a fringe asset here. It sits as one of the core waste-to-energy portfolio companies and is directly connected to Powerhouse Energy’s DMG technology. We already know NH2 commissioned £350,000 worth of engineering work from Engsolve for its Western Australia project. That is real, contracted work, not speculative chatter. The IPO documentation makes clear that NH2 is embedded in NEO’s five-year forecast targeting $500 million in combined group revenues, alongside other large-scale clean energy ventures.

Https://newenergyopportunities.com/ https://newenergyopportunities.com/national-h2/

🔍 Analysis of NEO’s IPO Update and Strategic Relevance

1. Capital Efficiency & Track Record. NEO claims a 12x return on capital with $24M already returned to shareholders, which suggests this is not a speculative shell but a revenue-generating platform with real-world traction. This increases the credibility of associated companies such as National H2, a key portfolio component, and adds significant commercial legitimacy to partnerships already forming.

2. NH2’s Role Within NEO. National H2 is positioned by NEO as a core “waste-to-energy” play. You’ll recall this aligns directly with Powerhouse Energy’s DMG technology, which has already been flagged as part of the upcoming Perth pilot, and earlier, with Engsolve’s £350k contracted engineering work. This confirms NH2 is central to NEO’s model and not just a fringe asset.

3. IPO Catalyst & Valuation Signal. The $82.6 million independent valuation, backed by HLB Mann Judd, gives weight to investor confidence in NEO's diverse holdings and pipeline. Ahead of an IPO, this transparency is designed to counter accusations of fluff or vapourware. For us, this represents a clear sign that NH2’s work — including contractual links to PHE and Engsolve — is factored into institutional-grade asset valuation.

4. Geographical Expansion & Project Pipeline. The mention of 50,000 hydrogen injection systems in the pipeline and $300M in project execution across Mexico, Greece, Botswana, and India underlines their claim of being globally embedded. NH2’s activity in Western Australia should be viewed in this same global context, not as a standalone venture — it is one of many regional assets feeding a centralised corporate narrative with real IPO funding urgency behind it.

🧠 Strategic Implications for PHE & Engsolve. This email, especially its timing, coincides directly with the Director’s Deal at PHE and the LinkedIn confirmations from BS Holdings around Ballymena and the LOI. It shows that NH2 is operating under a high-stakes, high-visibility framework with capital at play and deadlines to meet. Engsolve's previous role is not an isolated consultancy gig—it is part of a commercial execution story, soon to be publicly benchmarked on the ASX stage.

NH2 is a valued, active portfolio company under NEO, with a validated holding. NH2 is included in the $500M revenue forecast and $82.6M valuation.NH2 has already commissioned engineering work in WA and is tied to DMG-based waste-to-hydrogen plans.NH2 is backed by IPO proceeds and institutional credibility, not vapour promises.

@Eachtotheirown Nice job. Thanks.

Https://www.tradingview.com/x/E1JjWYbK/

@The0ne You make a lot of sense. Cheers.

#PHE Weekly chart https://www.tradingview.com/x/2VBJRfZJ/

1. Breakout Attempt from Long-Term Downtrend: The chart shows a long-standing descending channel beginning in 2021, which has been defining the bearish trajectory. Now, price action is clearly attempting to break above the top of that downtrend line — a huge technical moment.

2. Volume Spike and Bullish Candle: The current weekly candle is up +11.11%, closing at 0.600p, with strong accompanying volume (~39M). That suggests accumulation and confidence — especially considering the timing with the director buy (Ben Brier's 6.9M shares). This is not random retail noise.

3. Clustered EMA Convergence: Price is pushing through clustered short-term EMAs (9, 21, 50) with potential to challenge the 100 EMA soon (light blue line), then the 200 EMA (purple). A bullish cross-over of these EMAs is a classic mid-trend reversal signal in the making.

4. Technical Pattern – Inverse Head and Shoulders Base: Look closely at the horizontal accumulation zone (late 2023 to mid-2025). There's a clear base pattern, arguably a complex inverse head and shoulders with a breakout line right around 0.60p. That neckline is being tested right now.

5. Upside Targets in Play: The 0.75–0.90p range marks near-term resistance. Above that, the longer-term fib extension and previous supply zone is around 2.25p to 2.34p (highlighted on the right in red). That aligns perfectly with the upper trendline backtest from the original descending structure. It’s a potential multi-bagger zone.

6. Clean Break + Retest = Institutional Signal: If this breakout sustains and holds on weekly close, especially with an orderly retest of 0.55–0.60p, it would confirm the base. That opens the door for institutional tracking and technical system traders to re-enter the stock.

In short, this chart is transitioning from bearish control to accumulation-to-breakout. It’s aligned with positive corporate developments (Ballymena LOI, Engsolve contracts, director buying) and is technically sound on all key indicators.